SUMMERHILL CAPITAL MANAGEMENT LNC.

PrivateCIK: 2017598
Location

TORONTO, A6

35
Positions
$114.60M
Total AUM (reported)
1.09M
Total Shares

Allocation by class

TOTAL AUM$114.60M35 positions
COM$65.26M56.9%
CAP STK CL A$14.44M12.6%
LP INT UNIT$8.39M7.3%
CL A$7.64M6.7%
SHS$5.90M5.1%
COM CL A$3.93M3.4%
COM SHS$3.42M3.0%

Portfolio Concentration

Top 328.9%4–1040.6%11–2527.1%Rest3.5%TOP 1069.5%0%100%
Top 3$33.07M28.9%
4–10$46.53M40.6%
11–25$31.03M27.1%
Rest$3.97M3.5%

Top 3 weight

28.9%

Top 10 weight

69.5%

Voting Authority Distribution

Total shares with voting rights: 1.09M

Sole

Full voting authority

1.09M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:

ALPHABET INC. CL-A

SOLE
CAP STK CL A
Shares50.21K
TypeSH
Market value$14.44M
12.60%
Sole
50.21K
Shared
0.00
None
0.00

JPMORGAN CHASE & COMPANY

SOLE
COM
Shares31.97K
TypeSH
Market value$9.41M
8.21%
Sole
31.97K
Shared
0.00
None
0.00

ROYAL BANK CDA

SOLE
COM
Shares57.21K
TypeSH
Market value$9.23M
8.05%
Sole
57.21K
Shared
0.00
None
0.00

BROOKFIELD INFRASTRUCTURE PARTNERS L.P.

SOLE
LP INT UNIT
Shares232.41K
TypeSH
Market value$8.39M
7.33%
Sole
232.41K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares36.65K
TypeSH
Market value$7.63M
6.66%
Sole
36.65K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares12.75K
TypeSH
Market value$7.29M
6.36%
Sole
12.75K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICE LTD.

SOLE
COM
Shares32.55K
TypeSH
Market value$6.62M
5.78%
Sole
32.55K
Shared
0.00
None
0.00

MICROSOFT

SOLE
COM
Shares17.14K
TypeSH
Market value$6.35M
5.54%
Sole
17.14K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares16.49K
TypeSH
Market value$5.90M
5.15%
Sole
16.49K
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY LTD

SOLE
COM
Shares55.28K
TypeSH
Market value$4.34M
3.79%
Sole
55.28K
Shared
0.00
None
0.00

FIRST SOLAR INC.

SOLE
COM
Shares21.41K
TypeSH
Market value$4.22M
3.69%
Sole
21.41K
Shared
0.00
None
0.00

VERTIV HOLDING

SOLE
COM CL A
Shares15.68K
TypeSH
Market value$3.93M
3.43%
Sole
15.68K
Shared
0.00
None
0.00

BIRKENSTOCK HOLDINGS

SOLE
COM SHS
Shares95.48K
TypeSH
Market value$3.42M
2.99%
Sole
95.48K
Shared
0.00
None
0.00

CAE INC.

SOLE
COM
Shares123.30K
TypeSH
Market value$3.20M
2.80%
Sole
123.30K
Shared
0.00
None
0.00

CN RAIL

SOLE
COM
Shares27.62K
TypeSH
Market value$2.84M
2.48%
Sole
27.62K
Shared
0.00
None
0.00

CELESTICA INC

SOLE
COM
Shares9.96K
TypeSH
Market value$2.80M
2.45%
Sole
9.96K
Shared
0.00
None
0.00

CENOVUS ENERGY

SOLE
COM
Shares82.82K
TypeSH
Market value$2.19M
1.91%
Sole
82.82K
Shared
0.00
None
0.00

RELX PLC ADR

SOLE
SPONSORED ADR
Shares56.71K
TypeSH
Market value$1.88M
1.64%
Sole
56.71K
Shared
0.00
None
0.00

SPDR GOLD SHARES

SOLE
GOLD SHS
Shares3.75K
TypeSH
Market value$1.62M
1.41%
Sole
3.75K
Shared
0.00
None
0.00

EXXON MOBIL

SOLE
COM
Shares6.13K
TypeSH
Market value$1.04M
0.91%
Sole
6.13K
Shared
0.00
None
0.00

CANADIAN NATURAL RESOURCES LTD

SOLE
COM
Shares17.54K
TypeSH
Market value$853.8K
0.74%
Sole
17.54K
Shared
0.00
None
0.00

SUNCOR ENERGY INC

SOLE
COM
Shares12.76K
TypeSH
Market value$842.3K
0.74%
Sole
12.76K
Shared
0.00
None
0.00

ENERGY SELECT SECTOR SPDR FUND

SOLE
STATE STREET ENE
Shares13.69K
TypeSH
Market value$838.4K
0.73%
Sole
13.69K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY

SOLE
CL B NEW
Shares1.42K
TypeSH
Market value$682.4K
0.60%
Sole
1.42K
Shared
0.00
None
0.00

TC ENERGY CORP

SOLE
COM
Shares10.66K
TypeSH
Market value$666.4K
0.58%
Sole
10.66K
Shared
0.00
None
0.00
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